Wealth Wisdom | The Retirement Planning Mistake Most People Make
- E12
- 23:28
- July 8th 2026
In today's episode of Wealth Wisdom, host Stuart J. Spivak discusses why Roth conversions have become one of the most talked-about retirement planning strategies and how proactive planning can help create a more predictable financial future.
Topics covered in this episode:
- Why retirement planning goes beyond investments and requires a comprehensive strategy
- The difference between a probable retirement plan and a predictable one
- How Roth conversions may help reduce future taxes and RMDs
- The importance of understanding your retirement numbers before making decisions
- Why creating tax-free income can be a powerful part of your long-term retirement plan
This is an episode you won't want to miss. Tune in on Spotify or Apple Podcasts and be sure to subscribe for more expert retirement planning insights.
If you're interested in learning how these strategies may apply to your personal situation, speak with Stuart and his team today!
Stuart J. Spivak | Spivak Financial Group
8753 E. Bell Rd. Scottsdale, AZ 85260
480.556.9931
Wealth Wisdom with Stuart J. Spivak
Retirement isn’t just a destination—it’s a journey.
Welcome to Wealth Wisdom with Stuart J. Spivak, the podcast where retirement planning meets real-life strategies and proven financial insights. Hosted by Stuart J. Spivak, a trusted financial advisor with over 37 years of experience, this show is your go-to resource for navigating the complexities of retirement and legacy planning with clarity and confidence.
Whether you’re preparing for retirement or already enjoying it, Stuart pulls back the curtain to reveal:
- How to retire without fear of running out of money.
- Hidden tax traps that could erode your savings—and how to avoid them.
- Smart strategies to protect and pass on your legacy exactly as you intend.
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